William Busch is a CFP-designated registered investment advisor, based in Dallas, TX, with 18 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold.
Location
8343 Douglas Ave, Suite 150, Dallas, TX, 75225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is an owner and insurance agent at Americana Partners Planning Strategies, spending a few hours per week on this. He is also a Managing Director and Founding Partner/Investment Adviser Representative at Americana Partners, LLC (full-time) and a Registered Representative at Saxony Securities, Inc. (a few hours per week).
Employment History
Current Registrations
Saxony Securities, INC.Broker
Americana Partners, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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